Tag: Book 1

Key Takeaways Introduction – Parenthood Changes Everything Parenthood changes everything — your sleep schedule, your priorities, and especially your relationship with money. One day, you’re budgeting for one. The next, you’re managing a household with new responsibilities, bigger goals, and higher stakes. Every decision — from your mortgage payment to your grocery list — suddenly…

Introduction Welcome to another glimpse into my life as both a dad and a financial planner! Today, I’m peeling back the curtain on my personal journey in financial planning and parenthood. Think of this as a mix of “Confessions of a Financial Planner” meets “Diary of a Wimpy Dad.” So, buckle up and get ready…